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CIK: 0002051491
Total reported value
$457.1M
$457.1M
263 檔
22.5%
The Q1 2026 SEC filing reveals that Westmount Partners, LLC held a total portfolio value of $457.1M, covering 263 public equity positions.
In Q1 2026, Westmount Partners, LLC displayed an active expansion posture, initiating 33 new positions and adding to 84 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.79% | +0.92% | +1.58% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.84% | +0.30% | -0.26% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.67% | +0.34% | +0.01% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.54% | +0.46% | +1.88% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.46% | -0.30% | +6.18% | |
| 6 | CACI | Caci International Inc -cl A | Stock-Tech | 2.85% | -0.88% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.46% | +0.12% | +14.77% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.32% | +0.08% | +14.39% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.16% | -0.28% | +7.46% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.14% | +0.27% | -2.66% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.90% | +0.13% | +2.35% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | +0.10% | +0.73% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.75% | -0.33% | +3.88% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.61% | +0.08% | -3.33% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.34% | -0.03% | +18.84% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.15% | +0.06% | +0.35% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.14% | +20.09% | |
| 18 | ILMN | Illumina Inc | Stock-Healthcare | 1.07% | -0.20% | -12.43% | |
| 19 | MASI* | Masimo CORP | Stock-Other | 1.06% | -1.06% | EXIT | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.90% | -0.09% | +132.74% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.14% | +5.19% | |
| 22 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.81% | — | +2.40% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.80% | +0.08% | +0.96% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.31% | +32.53% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.05% | -2.32% | |
| 26 | BMRC | Bank Of Marin Bancorp/ca | Stock-Other | 0.73% | -0.03% | +0.81% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.72% | -0.26% | +0.86% | |
| 28 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.72% | — | — | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.07% | +2.41% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.14% | +12.67% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | +0.02% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | — | +4.57% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | -0.33% | +143.39% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.06% | +61.92% | |
| 35 | KFY | Korn Ferry | Stock-Industrials | 0.64% | -0.04% | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.12% | +16.76% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | -0.03% | +80.33% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.60% | -0.04% | +0.34% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.60% | -0.03% | -0.02% | |
| 40 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.55% | -0.01% | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | -0.01% | +1089.89% | |
| 42 | XSHQ | Invesco S&p Smallcap Quality | ETF-Other | 0.54% | -0.54% | EXIT | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.03% | -0.52% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.11% | +12.10% | |
| 45 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.52% | -0.06% | +0.12% | |
| 46 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.48% | +0.13% | -2.18% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.01% | -0.74% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | — | -1.34% | |
| 49 | ASTH | Astrana Health Inc | Stock-Other | 0.47% | +0.32% | -2.10% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | +0.04% | +13.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.5% | +132.74% | Add |
| 2 | ABBV | Abbvie Inc | +0.4% | +143.39% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +32.53% | Add |
| 4 | MASI* | Masimo CORP | +0.3% | — | Unchanged |
| 5 | IVE | Ishares S&p 500 Value ETF | +0.3% | +80.33% | Add |
| 6 | WMT | Walmart Inc | +0.2% | +3.88% | Add |
| 7 | INTC | Intel CORP | +0.2% | +179.19% | Add |
| 8 | BA | Boeing Co/the | +0.2% | +149.18% | Add |
| 9 | JNJ | Johnson & Johnson | +0.2% | +12.67% | Add |
| 10 | TSLA | Tesla Inc | +0.2% | +61.92% | Add |
| 11 | COST | Costco Wholesale CORP | +0.1% | +5.19% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +18.84% | Add |
| 13 | GE | General Electric | +0.1% | +79.71% | Add |
| 14 | EEM | Ishares Msci Emerging Market | +0.1% | +83.33% | Add |
| 15 | PSX | Phillips 66 | +0.1% | +0.03% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +20.09% | Add |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +16.76% | Add |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +184.62% | Add |
| 19 | GEV | GE Vernova Inc | +0.1% | +74.83% | Add |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +99.57% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.39% | Add |
| 22 | AXP | American Express Co | +0.1% | +63.02% | Add |
| 23 | COP | Conocophillips | +0.1% | +0.01% | Add |
| 24 | IWM | Ishares Russell 2000 ETF | +0.1% | +1089.89% | Add |
| 25 | CAT | Caterpillar Inc | +0.1% | +0.82% | Add |
| 26 | AMZN | Amazon.com Inc | +0.1% | +14.77% | Add |
| 27 | DFAT | Dimensional US Target Value | +0.1% | +31.32% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +14.02% | Add |
| 29 | CVX | Chevron CORP | 0% | -2.16% | Trim |
| 30 | CSCO | Cisco Systems Inc | 0% | +42.05% | Add |
| 31 | LMT | Lockheed Martin CORP | 0% | +1.67% | Add |
| 32 | DFIV | Dimensional International Va | 0% | +50.92% | Add |
| 33 | GLNG | Golar LNG Limited | 0% | +0.01% | Add |
| 34 | PEP | Pepsico Inc | 0% | +16.97% | Add |
| 35 | IEO | Ishares U.s. Oil & Gas Explo | 0% | +0.45% | Add |
| 36 | NEE | Nextera Energy Inc | 0% | +11.14% | Add |
| 37 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | — | Unchanged |
| 38 | LRCX | Lam Research CORP | 0% | +1.10% | Add |
| 39 | AMGN | Amgen Inc | 0% | +3.04% | Add |
| 40 | HON | Honeywell International Inc | 0% | +0.07% | Add |
| 41 | DFUS | Dimensional US Eq Mkt ETF | 0% | +43.30% | Add |
| 42 | UNP | Union Pacific CORP | 0% | +21.42% | Add |
| 43 | XLE | Ss Energy Select Sector | 0% | +0.91% | Add |
| 44 | PFE | Pfizer Inc | 0% | +21.11% | Add |
| 45 | CACI | Caci International Inc -cl A | 0% | — | Unchanged |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +7.46% | Add |
| 47 | IJR | Ishares Core S&p Small-cap E | 0% | +0.96% | Add |
| 48 | DFUV | Dimensional US Marketwide Va | 0% | — | Unchanged |
| 49 | MRK | Merck & Co. Inc. | 0% | +6.98% | Add |
| 50 | NFLX | Netflix Inc | 0% | +0.86% | Add |
According to official SEC Form 13F filings, Westmount Partners, LLC reported a total U.S. public equity portfolio value of $457.1M across 263 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AVGO) accounted for 22.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
XSHQ
市值: $2.2M
Top Position Liquidated / Trimmed
BIL
前期市值: $2.8M
During Q1 2026, Westmount Partners, LLC's top holdings by market value included AAPL (10.8%)、NVDA (3.8%)、AVGO (3.7%). The largest single position, AAPL, represented 10.8% of total portfolio value.
In Q1 2026, Westmount Partners, LLC made 174 total portfolio adjustments, initiating 33 new buys, adding to 84 positions, trimming 39 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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